Rushwald, Mark S Agt
Add to Favorites
Financial Planners, Financial Planning Consultants, Financial Services
700 Hooper Ave, Toms River, NJ 08753
732-505-4422
CLOSED NOW:
Today: Closed
PHOTOS AND VIDEOS
Be the first to add a photo!
REVIEWS Write a Review
- General Info
- By being an independent fee-based financial planner in Toms River, there are no proprietary conflicts between various commission-based products and what is best for the client. Advisory fees are based on the percent of assets under management. This means that, as your assets grow, the management fee grows proportionally and that, if the portfolio loses value, the fee shrinks proportionally. We want to be in this together with you for the long-term; we are not traders, we are long-term investors. We believe that this type of arrangement results in a win-win situation for us both.
- Extra Phones
Fax: 732-240-4797
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Social Links
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Insurance
- Services/Products
- Estate PlanningTax & Estate PlanningRetirement & Investment PlanningCommonwealth Financial NetworkFee Based Asset ManagementAsset ManagementRegistered Investment Advisor
- Brands
- Securities Offered Through Commonwealth Financial Network
- Accreditation
Certified Financial Planner
- Other Link
Data provided by one or more of the following: Thryv, Data Axle, Yext.